|
1
|
Acorns Advisers
Irvine,
California
|
$616M
|
+$45.7M
|
+946,675
|
+8%
|
|
|
2
|
|
$374M
|
+$97.9M
|
+2,027,231
|
+35%
|
|
|
3
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$268M
|
+$6.51M
|
+134,700
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$127M
|
+$2.72M
|
+56,362
|
+2%
|
|
|
5
|
Triad Wealth Partners
Lawrence,
Kansas
|
$125M
|
+$126M
|
+2,603,382
|
New
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$117M
|
+$6.37M
|
+131,957
|
+6%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$99.4M
|
+$14.2M
|
+294,900
|
+17%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$68M
|
+$4.28M
|
+88,637
|
+7%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$66.1M
|
-$476K
|
-9,852
|
-0.7%
|
|
|
10
|
Townsend & Associates
Westminster,
Colorado
|
$59.6M
|
+$1.69M
|
+35,064
|
+3%
|
|
|
11
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$58.6M
|
+$4.1M
|
+84,935
|
+8%
|
|
|
12
|
LJI Wealth Management
Indianapolis,
Indiana
|
$57.8M
|
+$56.8M
|
+1,176,919
|
+5,405%
|
|
|
13
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$55.2M
|
-$10.2M
|
-212,159
|
-16%
|
|
|
14
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$54M
|
-$2.87M
|
-59,482
|
-5%
|
|
|
15
|
|
$54M
|
+$9.03M
|
+186,947
|
+20%
|
|
|
16
|
Prosperity Planning
Kansas City,
Missouri
|
$53M
|
–
|
–
|
–
|
|
|
17
|
Trust Point Inc
La Crosse,
Wisconsin
|
$52.9M
|
+$161K
|
+3,333
|
+0.3%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$52.2M
|
+$6.62M
|
+137,171
|
+14%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$47.5M
|
+$2.06M
|
+42,643
|
+5%
|
|
|
20
|
|
$46.7M
|
-$923K
|
-19,113
|
-2%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$45.4M
|
+$1M
|
+20,787
|
+2%
|
|
|
22
|
MBL Wealth
Charlotte,
North Carolina
|
$42.2M
|
+$1.94M
|
+40,097
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$41.1M
|
-$1.62M
|
-33,568
|
-4%
|
|
|
24
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$41.1M
|
+$5.37M
|
+111,145
|
+15%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$34.3M
|
+$1.3M
|
+26,862
|
+4%
|
|
